AWM
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Activest Wealth Management’s Invesco Golden Dragon China ETF PGJ Stock Holding History

Activest Wealth Management’s Portfolio PGJ Stock Details PGJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-1,265
Closed -$34.6K – 484
2022
Q4 		$34.6K Buy
+1,265
New +$30.8K 0.01% 207
2022
Q1 		– Sell
-817
Closed -$30K – 364
2021
Q4 		$30K Buy
+817
New +$34.4K 0.02% 139

Other funds holding PGJ

CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
SCM
Sterneck Capital Management Kansas City, Missouri $223M AUM 17.15% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Activest Wealth Management's PGJ Position: Q1 2023 in Review

Activest Wealth Management sold out of Invesco Golden Dragon China ETF (PGJ) in Q1 2023, closing a stake of 1,265 shares — an estimated $34.6K sold.

Activest Wealth Management first reported a position in PGJ in Q4 2021 and held it in 2 quarters. The position peaked at $34.6K in Q4 2022. 47 funds tracked by Wall St. Rank hold PGJ as of Q1 2023.

  • Activest Wealth Management reported no remaining Invesco Golden Dragon China ETF position as of Q1 2023 after selling out during the quarter.
  • Activest Wealth Management sold 1,265 Invesco Golden Dragon China ETF shares in Q1 2023, an estimated $34.6K.
  • Activest Wealth Management first reported a position in Invesco Golden Dragon China ETF in Q4 2021 and held it in 2 quarters.
  • Activest Wealth Management's Invesco Golden Dragon China ETF position peaked at $34.6K in Q4 2022.
  • 47 funds tracked by Wall St. Rank held Invesco Golden Dragon China ETF as of Q1 2023.

Based on Activest Wealth Management's 13F filing for Q1 2023, filed 18 Apr 2023.